Product Design
Self-Service Platform
Advisor Experience
Unifying Advisor Workflows into a Modern Self-Service Platform
A complete redesign of Console into Bespoke for First Trust’s Custom Wealth Solutions (CWS) team, streamlining complexity and reducing reliance on operational support through a scalable self-service experience.
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![Modern Interface]()
Modern Interface
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![Unified Accounts]()
Unified Account View
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![Self-Service]()
Self-Service Access
Project Details
Role
Senior Product Designer
Company / Team
First Trust — Custom Wealth Solutions
Timeframe
2022-2025
Surface
Advisor-Facing Web Application
Focus
Product Design, Design System, Advisor Experience
Tools
Figma, Material UI
See the Full Project in Detail.
Explore how we transformed Console into Bespoke — creating a modern self-service platform that empowers advisors and streamlines CWS workflows.
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